Investment Committee

Investment Committee

The complex, ever-changing investment world of today requires an institutional investment process that is overseen by a team of experienced investment professionals. Global capital markets present investors with a host of challenges due to the combination of an overwhelming amount of information to analyze and the speed at which this information impacts asset prices. The time and expertise required to perform in-depth investment research and to make timely and informed portfolio management decisions requires both a clear investment process and an experienced investment team to implement the process. Freedom Capital Management Strategies® is closely managed and monitored by an experienced Investment Committee that is comprised of a team of investment professionals with a breadth of experience and includes economists, financial analysts, quantitative analysts, and financial planners. The Investment Committee meets formally each quarter, and more frequently if market conditions warrant, to discuss the state of the global economy and capital markets and to assess the current asset allocation and positioning of each model portfolio.

Active Management

No longer are traditional, passive investment methodologies such as static asset allocation, buy and hold investing, and riding out market fluctuations reliable methods for managing and protecting wealth. Learn more

Modern Diversification

Our investment world has changed a great deal in the last decade as major forces in the global economy have reshaped the attitudes of investors, the flow of capital, the functioning of free capital markets. Learn more

Risk Mitigation

The uncertain and ever-changing global capital markets of today require an active approach to risk management that aligns with the uniquely important needs of each investor. Learn more

Investment Committee

Global capital markets present investors with a host of challenges due to the combination of an overwhelming amount of information to analyze and the speed at which this information impacts asset prices. Learn more